LETTER 23

Mortgage / HELOC Trust Transfer Procedure Inquiry
PURPOSE / WHEN TO USE
Use to ask a lender or servicer for its administrative procedure concerning a contemplated or completed trust-related title change, without asking Claim My Legacy to interpret loan or legal consequences.
SUBJECT
Administrative Procedure Inquiry - Trust-Related Title Change
EDITABLE TEMPLATE
To Whom It May Concern:
I am writing regarding [ACCOUNT / ASSET / POLICY], ending in [LAST FOUR], held or administered by [INSTITUTION]. I am working through an estate-plan implementation review and am requesting administrative information about your current process.
I am requesting your current administrative procedure regarding a trust-related title change involving property securing loan/HELOC number ending [LAST FOUR]. Please identify any notice, documentation, insurance, servicing, or internal review requirements. This inquiry does not request legal advice or a determination of loan consequences.
Thank you for your assistance.
Sincerely,
[CLIENT / AUTHORIZED REQUESTOR NAME]
[MAILING ADDRESS]
[PHONE]
[SECURE EMAIL, IF APPROPRIATE]
Attachments: [LIST OR NONE]
BOUNDARY / FILE NOTE
Administrative correspondence only. Do not use this template to make or imply a legal, tax, insurance, investment, or financial recommendation. Save the personalized working copy and retain an exact copy of what was submitted.